Assigning Item Creation Records to Materials, Additional Items, or Products
You can assign an item creation record to a material, additional item (called a breakout item), or products. When users submit the configuration, the new item will serve as a material, additional item, or the base item within the configuration.
In the Audit menu on the user interface, materials and additional items associated with an item creation record are highlighted. Their description indicates to users that these items will be created when submitting the configuration.
For more information, see the following help topics:
To assign item creation records, open the product for editing at CPQ > Configurator > Product Maintenance.
Assigning Item Creation Records to Products
When you assign an item creation record to the product, the new item will become the base item (called the base generic product). This option is useful to create a unique main item with a new item name or number for each submitted configuration.
As a base item, the new item is displayed as the main item on the transaction after users submit the configuration. For more information about base items, see Assigning Base Items to Products.
To assign an item creation record to a product, go to the product record and select an item creation record in the Base Generic Product (Created) field. When you are finished, save the product record.
Assigning Item Creation Records to Additional Items
If you want to automatically create an additional item (called a breakout item) for a configuration, assign an item creation record to an additional item. When users submit the configuration, the new item will become an additional item and will be assigned a dedicated line on the transaction. For more information about additional items, see Including Additional Items Related to the Configurable Item.
To assign an item creation record to an additional item, go to the Items subtab of the product record. Then, open for editing the additional item you want to modify. Finally, select an item creation record in the Item Creation field and save the additional item.
Assigning Item Creation Records to Materials
If you want to create a material for your configuration automatically, assign the item creation record to a material. For more information about materials, see Defining Materials for the Configurable Item.
When users create a work order after submitting the configuration, the newly created material is added as a component to the work order under the Items subtab. For more information, see Creating Work Orders for Configured Items.
To assign an item creation record to a material, go the Materials subtab of the product record. Then, open for editing the material you want to modify. Finally, select an item creation record from the Item Creation field and save the material.